JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CSTR
3651
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $607K | ﹤0.01% |
30,215
-77,135
| -72% | -$1.55M |
|
|
MITT
3652
AG Mortgage Investment Trust
MITT
$248M
| $607K | ﹤0.01% |
99,180
+70,475
| +246% | +$431K |
|
3653
NEOS S&P 500 High Income ETF
SPYI
$5.25B
| $607K | ﹤0.01% |
12,050
| – | – |
|
3654
Mama's Creations
MAMA
$433M
| $605K | ﹤0.01% |
121,025
+94,799
| +361% | +$474K |
|
3655
Rapid Micro Biosystems
RPID
$149M
| $604K | ﹤0.01% |
622,831
-128,481
| -17% | -$125K |
|
3656
Hippo Holdings
HIPO
$935M
| $603K | ﹤0.01% |
33,024
+26,229
| +386% | +$479K |
|
3657
Crescent Energy
CRGY
$2.14B
| $603K | ﹤0.01% |
50,654
-769
| -1% | -$9.15K |
|
3658
Core Laboratories
CLB
$561M
| $600K | ﹤0.01% |
35,113
-25,243
| -42% | -$431K |
|
|
NKLA
3659
DELISTED
Nikola Corporation Common Stock
NKLA
| $599K | ﹤0.01% |
19,184
+5,155
| +37% | +$161K |
|
3660
PetMed Express
PETS
$56.4M
| $598K | ﹤0.01% |
124,885
-4,674
| -4% | -$22.4K |
|
3661
First Business Financial Services
FBIZ
$435M
| $598K | ﹤0.01% |
15,950
+8,072
| +102% | +$303K |
|
|
BORR
3662
Borr Drilling
BORR
$844M
| $594K | ﹤0.01% |
86,677
-463,741
| -84% | -$3.18M |
|
3663
HSBC
HSBC
$241B
| $594K | ﹤0.01% |
15,080
+2,552
| +20% | +$100K |
|
|
ARTY
3664
iShares Future AI & Tech ETF
ARTY
$1.52B
| $593K | ﹤0.01% |
17,272
+1,527
| +10% | +$52.5K |
|
3665
Dakota Gold
DC
$536M
| $593K | ﹤0.01% |
250,299
+40,053
| +19% | +$94.9K |
|
3666
SPDR Gold MiniShares Trust
GLDM
$20.2B
| $590K | ﹤0.01% |
13,397
-137,030
| -91% | -$6.04M |
|
3667
Avantis Responsible US Equity ETF
AVSU
$424M
| $590K | ﹤0.01% |
9,600
-736
| -7% | -$45.2K |
|
3668
First Trust Technology AlphaDEX Fund
FXL
$1.47B
| $589K | ﹤0.01% |
4,372
+168
| +4% | +$22.7K |
|
3669
KraneShares Global Carbon Strategy ETF
KRBN
$172M
| $589K | ﹤0.01% |
19,158
-2,884
| -13% | -$88.7K |
|
3670
Lufax Holding
LU
$2.88B
| $588K | ﹤0.01% |
139,391
-116,348
| -45% | -$491K |
|
|
ONL
3671
Orion Office REIT
ONL
$154M
| $587K | ﹤0.01% |
167,203
-2,569
| -2% | -$9.02K |
|
3672
Luxfer Holdings
LXFR
$377M
| $585K | ﹤0.01% |
56,444
-114,612
| -67% | -$1.19M |
|
|
DSKE
3673
DELISTED
Daseke, Inc. Common Stock
DSKE
| $585K | ﹤0.01% |
70,516
+34,427
| +95% | +$286K |
|
3674
loanDepot
LDI
$779M
| $585K | ﹤0.01% |
+225,747
| New | +$585K |
|
|
PETQ
3675
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $584K | ﹤0.01% |
31,964
+8,312
| +35% | +$152K |
|